See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $15,354 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,577 | $46,292-44.7% | $143,757-82.2% | $64,808-60.5% |
| Participation rate | 23.0% | 64.2%-41.2pp | 80.3%-57.3pp | 71.5%-48.5pp |
| Annual return | -14.17% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,021 | $2,646-23.6% | $5,637-64.2% | $4,310-53.1% |
| Admin fee / account holder | $274 | $154+78.3% | $14,673-98.1% | $188+46.0% |